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Key Takeaways A geopolitical status quo means TSMC can remain the market leader It has a healthy balance sheet to invest in R&D and maintain its wide moat Growing industry and large repeat customers will drive double-digit revenue growth The stock has the potential to become a dividend aristocrat Catalysts Industry Catalysts Continuous Demand and Reliance on Chips Will Support Revenue The computing power accessed through microchips is only increasing. It goes beyond smart devices and data centers, and in the 2020s, it is a vital part of the global economy.Read more

Key Takeaways A large exposure to the iron-ore market with a muted medium-term outlook leaves BHP vulnerable. The company's second-largest segment (copper) can provide growth but is at risk of prolonged higher capex.Read more

GoldMining Inc. Valuation if Gold Reaches $4,000/oz Key Inputs: Gold Resources: 18M oz Gold Price: $4,000/oz Valuation per oz: $100–$200/oz (industry average for gold in the ground) Other Assets: Equity Stakes: $140M (Gold Royalty + US Gold Mining) Cash: $160M Shares Outstanding: 100M (approx.) Step 1: Valuation of Gold Resources Conservative: 18M oz x $100/oz = $1.8B Optimistic: 18M oz x $200/oz = $3.6B Step 2: Add Other Assets Total Other Assets = $140M (equity stakes) + $160M (cash) = $300M Step 3: Total Valuation Conservative: $1.8B (gold) + $300M (assets) = $2.1B Optimistic: $3.6B (gold) + $300M (assets) = $3.9B Step 4: Stock Price Estimate Conservative: $2.1B / 100M shares = $21/share Optimistic: $3.9B / 100M shares = $39/share Conclusion: At $4,000 gold, GoldMining Inc.’s stock price could range from $21 to $39/share depending on market valuation of their resources and assets.Read more

Sun Silver: Valuation at $100/oz Silver Key Project: Maverick Springs (Nevada) Resource: Silver: 175M oz at 45 gpt. Silver Equivalent (AgEq): 290M oz at 70 gpt (includes gold).Read more

Future Efforts: Digitalization: Automation of the supply chain. Investment in data, enabling large-scale digitalization across the entire value chain (from procurement to factory management, including transportation and market placement).Read more

--- Coeur Mining: Stock Price Estimate at $4,000 Gold and $100 Silver --- Step 1: Revenue Estimation 1. Production Estimates for 2024: Silver: 12M oz.Read more

To estimate Aris Mining's stock price if gold reaches $4,000 per oz, we’ll need to make a few assumptions based on current production, future expansions, and valuation. ### Key Assumptions: 1.Read more

--- Rox Resources: Stock Price Estimate at $4,000/oz Gold --- Project Details and Financials 1. Youanmi Project: Total Resource: 2.3M oz gold.Read more

--- Adriatic Metals: Stock Price Estimate at $4,000 Gold and $100 Silver --- Assumptions 1. Total Production: 15M oz AgEq annually.Read more